Centrepoint Alliance

Centrepoint Alliance 500+ advisers & 190+ self-licenced practices who trust us to provide the highest quality services. It’s a complex area. They need quality advice.

Centrepoint Alliance helms one of Australia’s leading networks of financial advisers and brokers. We help build future prosperity for hundreds of thousands of Australians. People face more options, greater choice and higher risk than ever before. Non-conflicted, well informed advice that puts their interests first, not those of a large organisation. So that advice - whether it’s buying a house, pa

ying for insurance or planning for retirement - needs to come from professional advisers. Our purpose is developing and supporting the best financial advisers to provide the highest quality advice. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs. In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market. We are creating a new breed of financial advisers, and setting a new standard of quality and advice Australians can trust. We are creating a new world of financial advice.

Advice delivery is only as smooth as the systems behind it.The IconiQ Investment Platform is an Investor Directed Portfo...
26/08/2026

Advice delivery is only as smooth as the systems behind it.

The IconiQ Investment Platform is an Investor Directed Portfolio Service (IDPS) platform that integrates transacting, custody, administration, and reporting.

Available exclusively through licensed financial advisers, it provides access to a wide range of investments, including managed funds, ETFs, listed securities, term deposits, and managed portfolios.

By consolidating these core functions, it supports a more streamlined and connected way to manage portfolios through a single administration system.

Explore more 🔗 www.iconiqwrap.com.au/platform/investmentwrap?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

Please join us in welcoming Sally Hardwick of Direct Wealth to our Centrepoint Alliance Community. 🎊Sally offers extensi...
25/08/2026

Please join us in welcoming Sally Hardwick of Direct Wealth to our Centrepoint Alliance Community. 🎊

Sally offers extensive expertise in holistic financial planning to clients.

We are delighted to have her on board.

A licence is only part of the equation.The real value of a licence comes from the people, expertise, and support that si...
23/08/2026

A licence is only part of the equation.

The real value of a licence comes from the people, expertise, and support that sit behind it.

At Centrepoint Alliance, advice practices gain access to a broad range of resources, from compliance and research through to technology, business development, education, and technical support via our licences (Alliance Wealth, Professional Investment Services, and Matrix Planning Solutions).

Whether you're growing your practice, planning for succession, or looking for stronger support for your business, we're focused on helping you move forward with confidence.

If you are reviewing your current licensee, contact one of our Regional Managers for more information, or learn more about joining our licence network 🔗 https://centrepointalliance.com.au/advice-solutions/join-our-license/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

20/08/2026

Strategy is an important part of practice growth - and so is time.

When advisers are constantly working in the business, there’s little space to step back and focus on how it runs.

That’s why creating opportunities to connect, reflect, and share ideas matters.

David Reynolds, Regional Manager VIC and TAS, explains how practice management forums and workshops give advisers access to peers and subject-matter experts across leadership, technology, and efficiency.

'We always get a panel of subject matter experts from across the profession who discuss what themes are trending in financial planning, what they're seeing out across their connections...across leadership, technology, and efficiency pieces in the firms as well. There are some really good pieces of gold out there, which firms are happy to share.'
- David Reynolds, Regional Manager VIC, Centrepoint Alliance

Learn more 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

A warm welcome to Cheryl Rossiter and the team at Harvest Wealth SA who have joined the Centrepoint Alliance Community! ...
20/08/2026

A warm welcome to Cheryl Rossiter and the team at Harvest Wealth SA who have joined the Centrepoint Alliance Community! Offering retirement planning solutions to the mid-north of South Australia, we are delighted to have them on board. 🎉

Client experience rarely breaks down in the room - it often happens in the workflow and processes sitting behind the sce...
19/08/2026

Client experience rarely breaks down in the room - it often happens in the workflow and processes sitting behind the scenes.

When super is managed across multiple systems, advice delivery can slow down. Manual reporting and repeated data entry take time, and that impacts the number of proactive conversations your team can have in a week.

IconiQ Super Wrap supports a more consistent way to manage super across accumulation, transition to retirement, and pension.

And with SuperStream-ready functionality and adviser-focused design, friction is reduced so your team can focus on client outcomes and practice growth.

Explore how it could support your practice 🔗 https://www.iconiqwrap.com.au/platform/super/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

17/08/2026

Conferences are often where the most practical ideas surface - not just from speakers, but from the conversations happening between advisers.

For Melissa Miller from Plansure, one of the most valuable parts was connecting with other advisers and hearing how they’re approaching things like AI and efficiency in practice.

'We’ve loved connecting with other advisers, getting an understanding of how they’re implementing particularly AI into their business...'

That shared learning is what helps firms take ideas back and put them into action with confidence.

Speak with one of our Regional Managers to learn more, or explore what it looks like joining the Centrepoint Alliance community here 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

Professional Development Days are returning across the country this month, bringing advisers together for a month of lea...
12/08/2026

Professional Development Days are returning across the country this month, bringing advisers together for a month of learning, connection, and practical insights.

From Mooloolaba, Brisbane and the Gold Coast through to Canberra, Adelaide and Perth, each session is designed to support real-world outcomes for advice practices.

We’re looking forward to connecting with you in your closest city! Speak with one of our Regional Managers or visit our website to learn more 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

10/08/2026

As the saying goes, iron sharpens iron.

That’s exactly what Wes de Oliveira experienced at our 2026 Conference - connecting with peers, learning from specialists, and gaining support to further improve client outcomes.

'I've got everything that I need in terms of infrastructure...educational department, the compliance, the technical...so we can actually leverage and just do well every day.'
- Wes de Oliveira, Financial Adviser, Falcon Wealth Management

Learn more about becoming part of the Centrepoint Alliance community 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

Bree Phillips of Collective Financial Partners has joined the Centrepoint Alliance Community. 🎊Based in Newcastle, Bree ...
07/08/2026

Bree Phillips of Collective Financial Partners has joined the Centrepoint Alliance Community. 🎊

Based in Newcastle, Bree offers holistic financial planning to clients across the Hunter region.

Please join us in welcoming Bree! 👋

Address

Level 8, 309-315 George Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+611300557598

Website

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